Aleksey Palumbo (CRD# 7387102) is an Investment Advisor Representative working at Advice And Planning Services in Little Elm, TX and has over 2 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Tiaa-cref Individual & Institutional Services, LLC | Little Elm, TX | Jun 2021 - Current | 2 |
Tiaa | Little Elm, TX | Jun 2021 - Current | 2 |
Md Kids Pediatrics | Plano, TX | Jan 2021 - Jun 2021 | < 1 |
Propath | Dallas, TX | Jan 2020 - Jan 2021 | 1 |
Proscribe | Plano, TX | Oct 2019 - Dec 2019 | < 1 |
Unemployed | Plano, TX | Aug 2019 - Oct 2019 | < 1 |
Texas A&m University | College Station, TX | Aug 2018 - Aug 2019 | 1 |
Proshek Holdings Pc/ Kingsbridge Animal Clinic | Garland, TX | May 2018 - Aug 2018 | < 1 |
Tarleton State University | Stephenville, TX | Aug 2016 - May 2018 | 1 |
Tarleton State University | Stephenville, TX | Aug 2015 - May 2018 | 2 |
Schreiber Foods | Stephenville, TX | Sep 2015 - Feb 2016 | < 1 |
Pizza Hut | Frisco, TX | Oct 2014 - Jul 2015 | < 1 |
Plano Senior High School | Plano, TX | Aug 2014 - May 2015 | < 1 |
University High School | Orange City, FL | Jul 2011 - Aug 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2021 |
S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
- TX
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Total Assets Under Management32,677MILLIONS
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Total Number of Accounts73,602ACCOUNTS
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Average Account Value$443,967
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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